SETWorks Resource Guide
Resources available to you and your organization.
Product Updates
SETWorks releases product updates and improvements each week. Check the Updates at the bottom of your SETWorks screen for the latest release notes. Learn tips and tricks for features in our monthly newsletters!
SETWorks Knowledge Base
Access the Knowledge Base by selecting the question mark icon [
] in the top of SETWorks!
Support Team
- Login Issues - Understanding System Functionality
- Technical Issues - How-To's and Training
Client Success Team
- Engagement and Satisfaction - Strategy and Growth Planning
- Renewal Management - System Integrations and Upgrades
Related Articles
SETWorks Training Guide
This training guide is not meant to be a comprehensive training guide for your organization, rather a starter template for you to customize to meet your training needs. The screenshots and terminology used might not reflect what is configured in your ...The Definitive Guide to Production in SETWorks
Overview: When an agency gets a customer to perform a job, they need to determine how much to pay the consumer to do the work. There are two methods of paying consumers: Consumers are sometimes paid by the hour, which in SETWorks is called Tasks. ...SETWorks Webinar - May 2024 - Production
Webinar Recording On May 15th 2024, SETWorks hosted a live webinar about Production in SETWorks. You can view the recording here: https://youtu.be/Xux9RWIIkOY Articles and Resources Production Tasks & Items The Definitive Guide to Production in ...Scheduling View in SETWorks
Overview SETWorks scheduling view makes it easy to create, view, and modify staffs and consumers schedules if using the group record. Scheduling view is designed exclusively for the billable group appointment and billable group activity record. It ...SETWorks Webinar - July 2023 - Scheduling
On July 19th 2023, SETWorks hosted a live webinar about the Scheduling View in SETWorks. You can view the recording from the link below: https://www.youtube.com/watch?v=DfX0ZqL0BIw Privileges required to use these features: Scheduling Settings > ...